Sentence examples for commingled fund from inspiring English sources

Moreover, given the relatively limited amount of short-term assets, it is not evident that this activity should continue to be handled in-house rather than handed over to an external firm managing commingled fund investment vehicles.

Mr. McKnett said that the bond strategy "can be implemented in a separately managed account" and that "we do hope to aggregate demand to eventually support a commingled fund in order to accommodate smaller investors or those investors that prefer a commingled structure".

"With our technical help and endorsement he was able to successfully launch his first commingled fund". In return, Hou's clients received significant fee concessions and participation in the fund's profits.

It also includes an account set up to secure a credit card account; an insurance policy having a cash surrender value is an example of a financial account; securities, securities derivatives, or other financial instruments account; mutual funds and and similar accounts in which the assets are held in a commingled fund and the account owner holds an equity interest in the fund.

A fundamental issue is that fund managers operate commingled funds and cannot (or will not) screen out fossil fuel securities within them.

"We've seen what happens with these great opportunities," says Zamansky, who is working on five cases currently involving so-called commingled funds.

We will screen those commingled funds which are not central to our portfolio, and, if those
funds will not divest of fossil-fuel stocks, we will withdraw from those funds and find some which will.

Josh Lerner, arguably the most respected academic in private equity, his Harvard University colleague, Victoria Ivashina and their peer, Lily Fang of INSEAD, have stirred up a small storm in the world of private equity with a recent study showing that co-investment underperformed commingled PE fund investments at seven large institutional investors over the 20 years ending in 2011.

"For political reasons, they don't want their funds to be perceived as being commingled with funds controlled by the C.P.A.

"Evidence does show monies were commingled, transportation funds were transferred to cover a temporary shortfall in the operating fund, invoices were not turned in for patient airline tickets and a rather cumbersome set of records was maintained," he wrote.

But it has presented problems when it comes to working out which assets belong to whom in bankruptcy proceedings.The vast majority of parishes that commingled their funds with those dioceses now in bankruptcy lost all their investments.